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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
626
Kolinsky Wealth Management
New Jersey
$604K +$5.88K +137 +1%
VFA
627
Voya Financial Advisors
Connecticut
$604K -$110K -2,566 -16%
JCM
628
Jacobi Capital Management
Pennsylvania
$600K +$18.4K +430 +3%
DADC
629
D.A. Davidson & Co
Montana
$598K +$85.1K +1,984 +18%
VCM
630
Virtue Capital Management
Tennessee
$597K +$334K +7,777 +146%
JIC
631
Joel Isaacson & Co
New York
$595K – – –
FWIA
632
Fort Washington Investment Advisors
Ohio
$585K – – –
DA
633
Denali Advisors
California
$583K +$21.4K +500 +4%
BIAS
634
Beacon Investment Advisory Services
New Jersey
$575K -$342K -7,966 -39%
FIM
635
Fruth Investment Management
Texas
$573K – – –
VA
636
Valmark Advisers
Ohio
$565K – – –
HPC
637
HM Payson & Co
Maine
$562K +$2.83K +66 +0.5%
SPIA
638
Steward Partners Investment Advisory
New York
$558K -$558 -13 -0.1%
CC
639
Courier Capital
New York
$550K +$86 +2 +0%
TCOV
640
Trust Company of Vermont
Vermont
$549K -$4.72K -110 -0.9%
SFA
641
Sequoia Financial Advisors
Ohio
$548K +$516K +12,033 New
TMAM
642
Tokio Marine Asset Management
Japan
$540K +$31.5K +734 +7%
RCM
643
Raleigh Capital Management
North Carolina
$540K +$1.97K +46 +0.4%
1IA
644
1834 Investment Advisors
Wisconsin
$539K – – –
EFS
645
Essex Financial Services
Connecticut
$539K +$2.75K +64 +0.5%
IA
646
IFP Advisors
Florida
$536K +$120K +2,793 +41%
WW
647
Waterfront Wealth
Kansas
$532K +$2.79K +65 +0.6%
GIA
648
Gateway Investment Advisers
Ohio
$530K +$39.2K +914 +9%
CA
649
Continuum Advisory
Idaho
$529K -$7.98K -186 -2%
QOP
650
Quinn Opportunity Partners
Virginia
$528K – – –
24 25
26
27 28